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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
EA
2251
Eclectic Associates
California
$344K – – –
WA
2252
Waterford Advisors
New York
$343K – – –
JE
2253
JMAC Enterprises
Pennsylvania
$343K +$10.4K +30 +4%
AWM
2254
Adams Wealth Management
Utah
$343K – – –
CI
2255
CacheTech Inc
Utah
$343K – – –
SFC
2256
SYM Financial Corp
Indiana
$343K +$20K +58 +7%
WCM
2257
Wedge Capital Management
North Carolina
$342K +$3.11K +9 +1%
LGG
2258
Luts & Greenleigh Group
Maryland
$341K +$11.7K +34 +4%
HC
2259
Hourglass Capital
Texas
$341K -$17.3K -50 -5%
PSCM
2260
Per Stirling Capital Management
Texas
$341K – – –
RW
2261
Rede Wealth
Virginia
$339K -$21.4K -62 -7%
SEP
2262
Southland Equity Partners
Missouri
$339K +$27.6K +80 +10%
HAS
2263
Holland Advisory Services
Florida
$337K – – –
UFF
2264
USA Financial Formulas
Michigan
$337K -$691 -2 -0.2%
SEEDPG
2265
S.E.E.D. Planning Group
New York
$336K – – –
VP
2266
Verum Partners
North Carolina
$335K – – –
ML
2267
McAdam LLC
Pennsylvania
$335K +$64.2K +186 +28%
SRC
2268
Shufro Rose & Co
New York
$335K – – –
HC
2269
Hamilton Capital
Ohio
$334K – – –
CAL
2270
Capital Analysts LLC
Pennsylvania
$334K +$24.9K +72 +9%
DWM
2271
Destination Wealth Management
California
$334K +$80.1K +232 +37%
S
2272
Sunpointe
Missouri
$334K -$65.3K -189 -18%
SIGI
2273
Susquehanna International Group (Ireland)
Ireland
$334K +$295K +853 New
SBWIC
2274
Schaper Benz & Wise Investment Counsel
Wisconsin
$333K – – –
BWP
2275
Barlow Wealth Partners
Kentucky
$333K – – –
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91
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